Doug Ciocca

Kavar Capital Partners Group LLC (KCP) is a SEC-registered investment adviser and wealth management firm headquartered in Leawood, Kansas. The firm is a wholly owned subsidiary of Focus Operating LLC, which is ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). KCP provides advisory services to individuals and businesses.

Kavar Capital Partners LLC is a financial advisory firm founded in 2011. The private company is based in Leawood, KS. Kavar Capital Partners has developed a business continuity plan to respond to events that may disrupt their business. The company has taken steps to mitigate business disruption from various disasters, including environmental, organized, equipment, utility, security, or transportation-related. The company provides services to clients, and the fees they charge are outlined in the client relationship summary (ADV Part 3), a document designed by the Securities and Exchange Commission (SEC) to assist clients in understanding the services provided by advisors in the industry.

Weldon Capital Management Ltd., the advisor to the Weldon Equity & Income Fund, is a registered investment advisor based in Leawood, Kansas. The firm is a subsidiary of Financial Advisory Service, Inc.